Clayton Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$482K Sell
5,414
-10,025
-65% -$893K 0.57% 18
2025
Q1
$1.4M Sell
15,439
-605
-4% -$54.8K 0.51% 36
2024
Q4
$1.43M Buy
16,044
+940
+6% +$83.7K 0.51% 35
2024
Q3
$1.47M Sell
15,104
-18,785
-55% -$1.83M 0.55% 34
2024
Q2
$2.93M Buy
33,889
+3,424
+11% +$296K 1.27% 22
2024
Q1
$2.63M Buy
30,465
+179
+0.6% +$15.5K 1.2% 21
2023
Q4
$2.68M Buy
+30,286
New +$2.68M 1.67% 18